lcva2 Microsoft's ( MSFT ) newly announced Frontier suite version of Microsoft 365 should boost the tech giant's agentic artificial intelligence offerings, Morgan Stanley said, while at the same time increasing its AI monetization efforts. “While Microsoft has seen strong momentum across the entire platform (not just GenAI) and continues to aggressively integrate AI across its product portfolio, M...
lcva2 Microsoft's ( MSFT ) newly announced Frontier suite version of Microsoft 365 should boost the tech giant's agentic artificial intelligence offerings, Morgan Stanley said, while at the same time increasing its AI monetization efforts. “While Microsoft has seen strong momentum across the entire platform (not just GenAI) and continues to aggressively integrate AI across its product portfolio, Microsoft 365 Copilot and E5 upgrades (driven by security) remain the key drivers of average revenue per user (ARPU) growth, with the new Agent 365 another potential growth lever going forward,” analyst Keith Weiss wrote in a note to clients. “These drivers align well with our latest CIO survey results on multiple fronts: 1) Upticking O365 Spending Intentions; 2) Clear Mix-Shift Towards Higher O365 Subscriptions; 3) Increasing CIO Intentions to Leverage Microsoft's Generative AI products; and 4) Improving M365 Copilot Penetration Levels.” Weiss has an Overweight rating and a $650 price target on Microsoft. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them Microsoft: Buy The Dip, Or Regret It Forever Microsoft introduces $99/month AI-powered software suite OpenAI plans to acquire Promptfoo to bolster security in AI systems
“The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors. OpenAI reportedly walked away from expanding its flagship Stargate data center in Abilene, Texas, because power won’t be ready for at least a year, ... CNBC’s Deirdre Bosa Warns Oracle Investors: A $523 B...
“The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors. OpenAI reportedly walked away from expanding its flagship Stargate data center in Abilene, Texas, because power won’t be ready for at least a year, ... CNBC’s Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems
lcva2 Microsoft's ( MSFT ) newly announced Frontier suite version of Microsoft 365 should boost the tech giant's agentic artificial intelligence offerings, Morgan Stanley said, while at the same time increasing its AI monetization efforts. “While Microsoft has seen strong momentum across the entire platform (not just GenAI) and continues to aggressively integrate AI across its product portfolio, M...
lcva2 Microsoft's ( MSFT ) newly announced Frontier suite version of Microsoft 365 should boost the tech giant's agentic artificial intelligence offerings, Morgan Stanley said, while at the same time increasing its AI monetization efforts. “While Microsoft has seen strong momentum across the entire platform (not just GenAI) and continues to aggressively integrate AI across its product portfolio, Microsoft 365 Copilot and E5 upgrades (driven by security) remain the key drivers of average revenue per user (ARPU) growth, with the new Agent 365 another potential growth lever going forward,” analyst Keith Weiss wrote in a note to clients. “These drivers align well with our latest CIO survey results on multiple fronts: 1) Upticking O365 Spending Intentions; 2) Clear Mix-Shift Towards Higher O365 Subscriptions; 3) Increasing CIO Intentions to Leverage Microsoft's Generative AI products; and 4) Improving M365 Copilot Penetration Levels.” Weiss has an Overweight rating and a $650 price target on Microsoft. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them Microsoft: Buy The Dip, Or Regret It Forever Microsoft introduces $99/month AI-powered software suite OpenAI plans to acquire Promptfoo to bolster security in AI systems
Volato Group ( SOAR ) on Tuesday said it amended its Aircraft Management Services Agreement with flyExclusive to sell certain legacy intellectual property assets. The consideration is valued at about $1.3 million and will be paid in flyExclusive Class A common stock, subject to customary conditions. The assets relate to intellectual property developed during earlier stages of Volato’s technology i...
Volato Group ( SOAR ) on Tuesday said it amended its Aircraft Management Services Agreement with flyExclusive to sell certain legacy intellectual property assets. The consideration is valued at about $1.3 million and will be paid in flyExclusive Class A common stock, subject to customary conditions. The assets relate to intellectual property developed during earlier stages of Volato’s technology initiatives and are not part of its current operating platforms. Volato said it continues to evaluate opportunities to streamline its asset base and focus on strategic priorities, including development of its core software platforms and its pending business combination with M2i Global. SOAR +23.58% premarket to $0.3962. Source: Press Release More on Volato Group Seeking Alpha’s Quant Rating on Volato Group Financial information for Volato Group
U.S. equities rebounded Monday as investors welcomed signs that the conflict involving Iran may be nearing an end. Wall Street’s major averages closed higher on the session, while oil prices retreated after an earlier spike driven by escalating tensions in the Middle East. Markets found additional momentum late in the trading day following remarks from President Donald Trump suggesting that the wa...
U.S. equities rebounded Monday as investors welcomed signs that the conflict involving Iran may be nearing an end. Wall Street’s major averages closed higher on the session, while oil prices retreated after an earlier spike driven by escalating tensions in the Middle East. Markets found additional momentum late in the trading day following remarks from President Donald Trump suggesting that the war with Iran could conclude soon. The comments helped ease investor concerns that the conflict could escalate further or lead to prolonged disruption in global energy markets. Geopolitical tensions across the region have fueled volatility in recent sessions, pushing traders to closely monitor developments for clues on how long military operations may continue. Prediction market data from Polymarket shows traders actively pricing in the timeline for a potential resolution, tracking the probability of when Trump might formally announce the end of U.S. military operations against Iran. By March 15—9% chance. By March 31—44% chance. By April 30—71% chance. By June 30—83% chance. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Turkey says NATO shot down second Iranian ballistic missile after airspace breach RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view BTIG flags a warning sign in oil spike: WTI soars while energy stocks fail to confirm BTIG warns: A break below 6,700 could send S&P 500 toward 200-day moving average Oil’s wild ride: Crude drops 10% after 30% surge as Trump signals conflict may end
Mhealth App Market Is Going to Boom Rapidly | Apple Inc., Google LLC, Samsung Electronics Co. Mhealth App Market https://www.coherentmarketresearch.com/samplepages/150080 https://www.coherentmarketresearch.com/samplepages/150080 https://www.coherentmarketinsights.com/customnew/buy-now/150080 Coherent Market Insights has added a new research study on the Global "Mhealth App Market" 2026 by Size, Gr...
Mhealth App Market Is Going to Boom Rapidly | Apple Inc., Google LLC, Samsung Electronics Co. Mhealth App Market https://www.coherentmarketresearch.com/samplepages/150080 https://www.coherentmarketresearch.com/samplepages/150080 https://www.coherentmarketinsights.com/customnew/buy-now/150080 Coherent Market Insights has added a new research study on the Global "Mhealth App Market" 2026 by Size, Growth, Trends, and Dynamics, Forecast to 2033 which is a result of an extensive examination of the market patterns. This report covers a comprehensive investigation of the information that influences the market regarding fabricates, business providers, market players, and clients. The report provides data about the aspects which drive the expansion of the global Mhealth App industry. The report has been segmented based on different categories, such as product type, application, end-user, and region.The research includes the key strategic developments of the industry, agreements, new product launches, collaborations, partnerships, joint ventures, and regional growth of the key competitors functioning in the domain on a global and regional scale.Get an Exclusive Sample Copy (Complete TOC, Tables & Figures Included) at:➤ The report further explores the key business players along with their in-depth profiling:Apple Inc.Google LLCSamsung Electronics Co., Ltd.Fitbit Inc.Garmin Ltd.Philips HealthcareOmron HealthcareMedtronic plcHuawei Technologies Co., Ltd.Qualcomm Incorporated➤ Mhealth App Market SegmentationsSegmentation by Type:Fitness And Wellness AppsChronic Disease Management AppsMedication Management AppsSegmentation by Applications:Personal Health ManagementRemote Patient MonitoringClinical And Medical UseA sample report can be viewed by visiting (Use Corporate eMail ID to Get Higher Priority) at:Market Analysis and Insights:The segmental analysis focuses on revenue and forecast by type and by application in terms of revenue and forecasts for the period 2026-2033. The objec...
Owning consumer-facing businesses can be an easier approach in the stock market. That's because investors are probably more familiar with their products and services since they might be customers themselves. This provides a valuable level of insight. Applying the framework to the retail sector, investors can look at two dominant forces in the industry. Between Costco (COST +0.80%) and Home Depot (...
Owning consumer-facing businesses can be an easier approach in the stock market. That's because investors are probably more familiar with their products and services since they might be customers themselves. This provides a valuable level of insight. Applying the framework to the retail sector, investors can look at two dominant forces in the industry. Between Costco (COST +0.80%) and Home Depot (HD 1.22%), which is the best stock to buy and hold forever? Both businesses possess wide economic moats These are high-quality companies because they have both developed durable competitive strengths. This supports their staying power over the long term, minimizing the risk of owning them. In Costco's case, its scale is the key advantage. The warehouse club operator generated net sales of $68.2 billion in the second quarter of 2026 (ended Feb. 15). Given its limited number of stock-keeping units, it has immense negotiating leverage with its suppliers, keeping prices constantly low for its customers. Home Depot deserves attention, too. It's the largest player in the home improvement industry, with fiscal 2025 (ended Feb. 1) revenue of $165 billion. Its brand is highly regarded. Its size allows it to invest more than rivals in supply chain and omnichannel capabilities to better serve customers. Pick Costco for its stability Expand NASDAQ : COST Costco Wholesale Today's Change ( 0.80 %) $ 7.95 Current Price $ 1006.05 Key Data Points Market Cap $446B Day's Range $ 988.00 - $ 1007.41 52wk Range $ 844.06 - $ 1067.08 Volume 17 Avg Vol 2.6M Gross Margin 13.60 % Dividend Yield 0.52 % Costco is the top choice if all investors care about is buying and holding the best companies they can find. This is simply a better business than Home Depot. That's evidenced by Costco's steady financial gains. It seems the company reports same-store sales (SSS) growth in every fiscal year like clockwork. Even in COVID-filled fiscal 2020, this critical metric rose 7.7%, showcasing the company's all-wea...
Key Points Costco and Home Depot both benefit greatly from their expansive scale. Costco offers consistent same-store sales growth, but at an elevated valuation. Home Depot’s cheaper shares come with cyclical demand trends. 10 stocks we like better than Costco Wholesale › Owning consumer-facing businesses can be an easier approach in the stock market. That's because investors are probably more fam...
Key Points Costco and Home Depot both benefit greatly from their expansive scale. Costco offers consistent same-store sales growth, but at an elevated valuation. Home Depot’s cheaper shares come with cyclical demand trends. 10 stocks we like better than Costco Wholesale › Owning consumer-facing businesses can be an easier approach in the stock market. That's because investors are probably more familiar with their products and services since they might be customers themselves. This provides a valuable level of insight. Applying the framework to the retail sector, investors can look at two dominant forces in the industry. Between Costco (NASDAQ: COST) and Home Depot (NYSE: HD), which is the best stock to buy and hold forever? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Both businesses possess wide economic moats These are high-quality companies because they have both developed durable competitive strengths. This supports their staying power over the long term, minimizing the risk of owning them. In Costco's case, its scale is the key advantage. The warehouse club operator generated net sales of $68.2 billion in the second quarter of 2026 (ended Feb. 15). Given its limited number of stock-keeping units, it has immense negotiating leverage with its suppliers, keeping prices constantly low for its customers. Home Depot deserves attention, too. It's the largest player in the home improvement industry, with fiscal 2025 (ended Feb. 1) revenue of $165 billion. Its brand is highly regarded. Its size allows it to invest more than rivals in supply chain and omnichannel capabilities to better serve customers. Pick Costco for its stability Costco is the top choice if all investors care about is buying and holding the best companies they can find. This is simply a better business than Home Depot. That's evid...
Erik Isakson/DigitalVision via Getty Images Introduction Companies are racing to deploy high-performance computing systems to support AI workloads. This has resulted in the rapid expansion of data-center capacity around the world. This surge has not only benefitted chip manufacturers and cloud providers, but it has also created opportunities for system integrators responsible for assembling and de...
Erik Isakson/DigitalVision via Getty Images Introduction Companies are racing to deploy high-performance computing systems to support AI workloads. This has resulted in the rapid expansion of data-center capacity around the world. This surge has not only benefitted chip manufacturers and cloud providers, but it has also created opportunities for system integrators responsible for assembling and deploying the hardware that powers these data centres. TSS, Inc. ( TSSI ) is one such beneficiary. Over the past two years, the company has experienced a dramatic surge in revenue as it shifted its focus toward AI infrastructure integration. At first glance, this growth story appears compelling. However, a closer look shows growth challenges, while margins have shown a declining trend over time. This article examines whether TSS’s recent surge in revenue reflects a structural transformation of the business or simply a temporary spike. Note: TSSI 2025 performance was based on the LTM Sep 2025 results Investment Thesis TSSI now operates primarily as an AI-data center focussed systems integrator. This sector is expected to grow at double-digit rates, providing TSSI with a favourable industry backdrop. But TSSI’s competitive strength appears operational rather than structural. It remains unclear whether it can sustain both topline growth and margin expansion over the long term. Given these uncertainties, the stock currently offers no margin of safety. Evolving business TSSI is a US-focused contractor that buys, assembles, and deploys large computing systems used in data centers and AI clusters. Over the past decade, TSSI has evolved from a data-centre consulting and facilities services provider into a company focused on AI infrastructure integration and hardware procurement. While system integration has long been part of its service offerings, this has become the strategic core in recent years. According to the company, its USPs as a system integrator can be summarized as follows...
As well as the history and the hype, the unpredictability of the tournament sets it apart from the rest. No player has lifted the trophy more than three-time champion Jack Nicklaus, who won three of the first five events in its formative, nomadic years. Since the Stadium Course at Sawgrass became its permanent home in 1982, Nicklaus' tally remains untouched. This week, though, offers an opportunit...
As well as the history and the hype, the unpredictability of the tournament sets it apart from the rest. No player has lifted the trophy more than three-time champion Jack Nicklaus, who won three of the first five events in its formative, nomadic years. Since the Stadium Course at Sawgrass became its permanent home in 1982, Nicklaus' tally remains untouched. This week, though, offers an opportunity for defending champion Rory McIlroy, who is battling a back injury, and world number one Scottie Scheffler - in a pack of two-time winners alongside Fred Couples, Steve Elkington, Hal Sutton, Davis Love III and Tiger Woods - to equal the record. Scheffler is the only player to win the Players back-to-back, a fact which Fitzpatrick points to when outlining what makes the event so special. The 2022 US Open champion has a mixed record on a course which requires clarity of thought and precision, with its seemingly-omnipresent water and sand ready to mete out severe punishment. In the past five years, Fitzpatrick has earned two top-10 finishes - ninth in 2021 and fifth in 2024 - but has missed the cut on the other three occasions. "I like the golf course, it's a great golf course," said Fitzpatrick. "It's a really good test and offers a different variety of shots, which really makes you think. "It's interesting there has only been one repeat winner and if you look at the results of a lot of players it is up and down. It really tests all aspects of your golf." Fitzpatrick's game is generally in a good place and the reason why he has been backed to be among the contenders. The 31-year-old Yorkshireman finished 2025 with a stylish victory at the DP World Tour Championship, using that momentum to make an encouraging start to 2026 which so far sees a top-10 finish at the Phoenix Open as the high point. Going into last weekend's Arnold Palmer Invitational - the final event before the Players starts on Thursday - the statistics illustrated where Fitzpatrick's game was at. He was rank...
The AI boom seems to be “so 2025” at this point. Apart from specific corners of the semi scene (most notably the ones in the right place at the right time), big tech and AI have looked like a money-losing trade. And while there may still be more downside on the way as big tech ... The AI Revolution May Still Be in Early Innings. And NVIDIA’s Stepping Up to Bat
The AI boom seems to be “so 2025” at this point. Apart from specific corners of the semi scene (most notably the ones in the right place at the right time), big tech and AI have looked like a money-losing trade. And while there may still be more downside on the way as big tech ... The AI Revolution May Still Be in Early Innings. And NVIDIA’s Stepping Up to Bat
Eoneren Nebius ( NBIS ), the Amsterdam-based artificial intelligence cloud company, announced today it is expanding its presence into the Asia-Pacific region to take advantage of the area's growth potential. To help augment the strategy, Nebius also hired John Haarer as its new general manager for the Asia-Pacific and Japan region. Haarer previously helped drive go-to-market efforts for Cloudflare...
Eoneren Nebius ( NBIS ), the Amsterdam-based artificial intelligence cloud company, announced today it is expanding its presence into the Asia-Pacific region to take advantage of the area's growth potential. To help augment the strategy, Nebius also hired John Haarer as its new general manager for the Asia-Pacific and Japan region. Haarer previously helped drive go-to-market efforts for Cloudflare ( NET ) and Twilio ( TWLO ). "Asia is one of the world's most exciting regions for AI, and Nebius is the cloud that is powering the next wave of AI innovation," Haarer said. "As we ramp up in Asia, I look forward to helping our partners, customers and local governments across the region navigate their AI bottlenecks and transform the promise of AI into tangible economic value." Nebius is considered one of the fastest-growing neoclouds. In 2025, its revenue rocketed 479% year over year, and it reached a backlog of more than $20B, supported by AI infrastructure deals with Microsoft ( MSFT ) and Meta Platforms ( META ). The company is targeting an annualized run rate of $7B to $9B by the end of 2026. The new commitment to the Asia-Pacific region creates a significant opportunity for commercial expansion. "Over the past year we have taken our first steps into Asian markets, winning our first customers and building the foundations for rapid expansion in the region," said Marc Boroditsky, Chief Revenue Officer at Nebius. "The appointment of a leader like John reinforces this commitment. He brings deep regional experience from scaling major tech companies across Asia-Pacific, and he joins at a moment when demand for purpose-built AI infrastructure is accelerating across every major market in the region." The Asia-Pacific region is considered one of the fastest-growing data center markets in the world. It is expected to increase threefold between now and 2029 to reach 142.6 GW of capacity, according to IDC data. "Driven by rising demand for AI, cloud, and digital services, hypersc...
Police in Canada are investigating after shots were fired at the US consulate in Toronto. Officers said evidence was found of a discharged firearm and that no injuries were reported. Toronto police said in a social media post they responded to the reported shots at 5.29 a.m. (0929 GMT) on Tuesday. Representatives for the US embassy in Toronto and the Department of State did not immediately respond...
Police in Canada are investigating after shots were fired at the US consulate in Toronto. Officers said evidence was found of a discharged firearm and that no injuries were reported. Toronto police said in a social media post they responded to the reported shots at 5.29 a.m. (0929 GMT) on Tuesday. Representatives for the US embassy in Toronto and the Department of State did not immediately respond to requests for comment. The incident follows the explosion of an improvised device at the US embassy in Oslo on Sunday. Norwegian police were still searching for a suspect, with a possible link to the Iran war among the lines of inquiry. Norwegian police on Monday published two photographs of the suspect they believe to be behind the weekend blast that caused no injuries and minor damage. The suspect, whose face was not visible in the grainy images from surveillance camera footage, was dressed in dark clothing with a hood over his head and wearing a backpack. The suspect is believed “to have placed an improvised explosive device (IED) next to the entrance” of the embassy, police said in a statement. “The individual has still not been identified and we have no specific suspects.” More details soon…
ozgurdonmaz/E+ via Getty Images Teladoc Health added ~11% in the premarket on Tuesday after Deutsche Bank upgraded the telehealth provider to Buy from Hold, citing a compelling valuation and improving prospects for its mental health business, BetterHelp. Analyst George Hill wrote that he upgraded TDOC “given what we see as a compelling valuation, a deliverable strategy for the BetterHelp business,...
ozgurdonmaz/E+ via Getty Images Teladoc Health added ~11% in the premarket on Tuesday after Deutsche Bank upgraded the telehealth provider to Buy from Hold, citing a compelling valuation and improving prospects for its mental health business, BetterHelp. Analyst George Hill wrote that he upgraded TDOC “given what we see as a compelling valuation, a deliverable strategy for the BetterHelp business, and a comparable transaction illustrating the road map as a path forward.” “While BetterHelp has been shrinking, the company has a stabilization and growth plan for the longer term," Bloomberg reported, quoting Hill. “While this will take some time, we view this as a better business with longer-term growth prospects," the analyst added, maintaining his $11 target on the stock. With over a 40% decline during the past 12 months, Teladoc ( TDOC ) is a Hold-rated stock on Wall Street. However, soon after its Q4 2025 results in late February, the New York-based Health Tech was the subject of another upgrade as Bank of America upgraded it to Buy from Neutral, also citing the prospects of BetterHelp. More on Teladoc Health Teladoc Health, Inc. (TDOC) Q4 2025 Earnings Call Transcript Teladoc Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Teladoc Health: Why Low Valuation Doesn't Equal A 'Buy' (Rating Downgrade) Teladoc upgraded at BofA on BetterHelp prospects Teladoc projects $2.47B–$2.59B revenue in 2026 while advancing AI, insurance, and international growth